Staff Level Associate and Experienced Senior Associate
Full job description
Staff Level Associate and Experienced Senior Associate
Potential hybrid (in-person and remote) opportunity for the right, local candidate! We will want you to be in the office full-time initially for training and so you can get to know our team. Once you understand our processes and systems, and integrate with the team, you can work a hybrid schedule where you come into the office 1-2 days a week.
Do you like asking smart, challenging questions so you can make bold, insightful recommendations? Do you get a rush from chasing down missing pieces and tying up loose ends others miss? Do you enjoy breaking down complex ideas in simple, empowering ways? Are you a self-starter who isn’t afraid to challenge the status quo? Have at least one year of recent public accounting experience and ready to put it to use doing work that actually makes a difference? If so, you might be the kind of rebel we’re looking for.
We’re currently hiring Tax Associates and Senior Tax Associates who want to level up their careers and help ambitious business owners, investors, and professionals reduce their taxes far beyond what traditional firms deliver. We’re interested in anyone who has held a position with any of these titles:
CPA (Certified Public Accountant)
Staff Accountant
Staff Associate
Senior Accountant
Senior Tax Associate
Tax Accountant
Tax Associate
Tax Manager
Tax Staff Accountant
Tax Supervisor
At Revo Taxpayer Advocacy, we help our clients slash their tax bills and pay only the taxes they’re legally obligated to and not a penny more. As part of your job, you will:
Help people maximize their wealth by minimizing their taxes
Prepare and/or review tax returns including individual, corporate, and partnership returns for clients in a variety of industries
Assist in managing extensions
Complete tax research and planning
Identify and resolve tax issues
Develop and cultivate professional client relationships
Become an expert in 99.5% of the tax code, in addition to the .5% that relates to the actual levying of taxes
Work directly with senior management
Identify and implement opportunities for process improvements
That sounds like a lot (and it is), but you won’t be expected to do all of that right away. You will be surrounded by a team that will help you achieve these skills. Everyone at Revo has an open- door policy and a willingness to help. You’ll be expected to ask questions and acquire new skills. Having a curious and “can-do” mindset is how we have grown the business by double- digit percentages every year.
The people who love this job and do well in this position:
Serve Gladly Your success depends on you putting in extra effort to serve our clients well. “Extra effort” does not automatically mean extra hours. There’s a lot of thinking, strategy, and communication built into our process. Our clients pay a premium for the services we provide, and we work hard to make sure they’re incredibly happy.
Learn Constantly You deserve incredible training and resources (the kind we always wanted from our employers). But we don’t train everyone to be interchangeable. Every tax professional has unique passions and skills. We want to leverage your strengths and offset any weaknesses with other people. We will support your drive to achieve your potential.
Work Dependably You are a professional, and we’ll treat you like one. That means, when you say you’re going to do something, we expect you to do it. We won’t babysit or hold your feet to the fire so long as you’re doing the job you agreed to do. Will we support you? Absolutely. Can you ask for help? Yes. Will we micromanage or nag? No.
Grind Seasonally. As a tax professional, you know there are busy times of year. During tax seasons, the expectation is that everyone will work 50 hours a week. No one is expected to work more than 55 hours a week during peak seasons (though you can work more if you choose). We reward your hard work with bonuses. Ask us about tax-time expectations and payments during your interview so we share a clear understanding.
Communicate Honestly Sometimes a case gets complicated or life happens. We need you to say, “Hey, this is too much.” Or, “Something’s come up in my family.” Or “I need help with this one.” We are good at solving problems when we’re made aware of them.
Education, Skills & Experience:
Bachelor's degree in Accounting is required
Minimum one tax season experience is required
Strong experience with a variety of tax operations and ability to drive process improvements is required
Strong communication, organizational, analytical, client service, presentation and PC skills including Microsoft Office and tax software proficiency is required
Ability to juggle multiple priorities, meet deadlines, and thrive in a fast-paced, team- oriented environment is required
CCH Axcess software proficiency is a plus
SurePrep software proficiency is a plus
CPA is a plus
Who is Revo Taxpayer Advocacy:
We’re not your typical tax firm. Revo is a full-service, fast-growing team of tax rebels based in Roanoke, TX and we’re on a mission to flip the script on how high-income earners approach taxes.
We specialize in proactive tax planning, strategic preparation, and consulting that actually moves the needle for individuals and businesses ready to ditch the cookie-cutter approach.
At Revo, we combine the precision of a boutique firm with the impact of a powerhouse - backed by a tight-knit team that values autonomy, growth, and breaking the mold. We specialize in:
tax planning
tax preparation
proactive tax planning services
consultation for small to large-sized businesses, as well as individuals
What’s important to us:
Opportunities to stretch and grow. Professional training is emphasized and personal development is always a priority — including for the leadership team. We use what we learn to deliver amazing results for our clients (and our relationships).
Muhammad describes this perfectly: “I was bored in my old job as there wasn’t much to learn, and it seemed like the same thing day after day. At Revo, I get to learn new things, which is building my confidence and honing my abilities. I’m so happy to have found a company that encourages my growth!”
A friendly and collaborative office environment. We’ve had jobs where we had to deal with toxic bosses, crushing to-do lists, office politics… That’s not what it’s like at Revo. We’ve built the company that we want to work for: growing, performance-driven, and supportive. Every employee is encouraged to contribute to our processes, plans, and culture.
Stephen experienced a big shift in company culture when starting at Revo: “I was so burned out in my previous job because the owner didn’t seem to care about me or my growth. Now, I wake up excited every morning because I’m part of a team that cares about our clients and about each other. I couldn’t ask for better people to work for and with!”
What is the compensation:
Our compensation package is in the top 5% of the industry. We hire the best, train you well, pay you generously, and want you to stay. This position is a full-time, salaried position.
● Base salaries: Your salary will be determined by your level of experience and adjusted according to your performance (“performance” is more than the number of hours you work). The more you grow your skills and contribute to Revo’s success, the higher your salary.
● Bonuses: Your bonus will be calculated using a blend of individual metrics and company metrics. If you perform in outstanding ways, and the company’s growth is high, your bonus could be substantial. The top-performing 20% of our employees have received significant bonuses. We are very happy to reward excellence.
A more detailed compensation conversation will be had if you are called for an interview.
What are the benefits:
This full-time position includes full benefits, which take effect after a 90-day probation period. Our benefits package is generous and growing. Benefits for every full-time position are:
Medical insurance through Blue Cross Blue Shield of Texas, 65% paid by Revo
Voluntary dental insurance through Delta Dental
Voluntary vision insurance through Humana
Short & long term disability insurance through Guardian, fully paid by Revo
Life insurance / accidental death and dismemberment insurance through Guardian, fully paid by Revo
A 401k program with up to a 4% company match.
9 company-wide paid holidays, a minimum of 15 PTO days, plus discretionary time off after tax season
Paid parental leave
What happens next:
1. Click the “Apply” button
Don’t forget to upload your resume! Bonus points awarded if you also include a cover letter. If you want to stand out, please email contact@revotaxpayer.com and include (1) Why you are interested in this position and working at Revo and (2) your understanding of the difference between a tax preparer and a tax strategist.
If you’re a good fit, we’ll invite you to take the next step, which includes taking the DISC behavioral assessment.
2. Go through a 2-stage interview process
A member from the Revo team will call you personally for a Zoom or phone interview. If everyone is still interested, we’ll invite you into the office (or set up a Zoom call) for a team interview.
3. Say “yes!”
If we all feel like it’s a good fit and your references check out, we’ll offer you the position. There’s some paperwork to complete, but we’ll want you to start as soon as possible.
4. Build your career
Once hired, you’ll start helping clients develop their winning tax strategy. And we’ll help you develop your career.
Revo Taxpayer Advocacy is an Equal Opportunity Employer
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Work Location: In person